+109.6%
VRT vs IGV
-7.7%
+117.2%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IGV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.6% | -0.8% | -8.8% | -9.5% |
| 7D | +2.4% | -1.5% | +3.9% | +2.6% |
| 30D | -2.7% | -3.0% | +0.4% | -2.3% |
| 3M | -9.2% | +9.6% | -18.8% | -10.1% |
| 6M | -0.5% | +16.1% | -16.6% | -2.1% |
| YTD | +62.3% | -3.6% | +66.0% | +98.5% |
| 1Y | +109.6% | -7.8% | +117.4% | +173.8% |
| All | +109.6% | -7.7% | +117.2% | +173.8% |
Cumulative growth
Daily Returns
Daily percentage return beside IGV.
Daily Out/Under-Performance
Portfolio return minus IGV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IGV return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded IGV wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling